Gmail Sales Extension

STeam9
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Email replies to clients not logging or tracking in CRM

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Hi there. 

 

I have the chrome extension for hubspot connected to my gmail account.  I have read and follwed all the instructions and have connected it properly.  When I send an email to myself or to a friend for testing,  the system works perfectly, everything is logged and tracked. (I do not have to add a bcc or anything like that) 

 

However, when I send an email or reply to a client (with a record in CRM) it s not logged or tracked even though I mark those boxes when composing the email.  I have NO IDEA why it is working perfectly on the tester emails but fails to work when I email a client. 

 

any help would be appreciated. 

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STeam9
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Email replies to clients not logging or tracking in CRM

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I think I figured out what's wrong. thanks anyway!!

 

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STeam9
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Email replies to clients not logging or tracking in CRM

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I think I figured out what's wrong. thanks anyway!!

 

aadeyemi
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Email replies to clients not logging or tracking in CRM

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What was wrong?
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STeam9
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Email replies to clients not logging or tracking in CRM

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I would keep the emails in drafts so my boss could read them and he would subsequently send them out. He doesn't have the chrome extension on his laptop.  same email, but different device. (face palm)